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Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $364,398 | $138,114+163.8% | $125,391+190.6% | $134,545+170.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -17.64% | 750.88%-768.5pp | 572.41%-590.0pp | 418.37%-436.0pp |
| Employer contribution / active EE | $3,745 | $5,246-28.6% | $4,816-22.2% | $4,742-21.0% |
| Participant deferral / active EE | $14,700 | $7,801+88.4% | $7,448+97.4% | $6,401+129.6% |
| Admin fee / account holder | $39 | $11,570-99.7% | $10,009-99.6% | $11,431-99.7% |